Who Has Report Access?
When running a report, users receive results for only the matters they have been granted access to. This prevents a user who is not a matter participant from accessing data on the matter via reports.
note
Users with the system role of Firm Administrator, Firm Office Administrator, Firm User + Billing or Third-Party Biller can view financial information for all matters.
Law firm users can run the following types of reports:
- Build Your Own reports, which include:
- Matters report
- Matter participants report
- Matter-status report
- Firms report
- Users report
- Invoices report
- Budget report
- Task code spending & alerts report
- Timekeeper rates report
- Pre-Configured Spending Reports, which include:
- Total Spending
- Invoices Report
- Timekeeper Rates
- Find Invoice
- Budget/Accrual Reports, which include:
- Spending to Budget
- Spending and Alerts by Task Codes Report
- Task Code Spending & Alerts Report
- Unbilled Amounts Report
- Incomplete Financial Data Report